Totals
- Total revenue
- $1,723,752
- Total expenses
- $1,663,258
- Contributions and grants received
- $1,637,340
- Grants paid
- $34,450
- Program service revenue
- $37,262
- Investment income
- $49,150
- Other revenue
- $0
- Total assets, end of year
- $5,256,622
- Total liabilities, end of year
- $171,661
- Net assets or fund balances, end of year
- $5,084,961
- Program services expenses (Part IX)
- $1,302,814
- Management and general expenses
- $161,462
- Fundraising expenses
- $198,982
- Program service expenses (Part III)
- $1,331,957
Program services were 78.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1e · Government grants (contributions)
$220,843
-
1f · All other contributions, gifts and grants
$1,416,497
-
2a · Program service revenue: Be a Leader Program
total $37,262 · related or exempt $37,262
-
3 · Investment income
total $49,150 · excluded $49,150
-
6c · Rental income or loss
real property $0 · personal property $0
-
6d · Net rental income or loss
total $0
-
7c · Gain or loss
securities $0 · other assets $0
-
7d · Net gain or loss
total $0
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $34,450 · program services $34,450
-
5 · Compensation of officers, directors and key employees
total $171,146 · program services $57,049 · management and general $57,049 · fundraising $57,049
-
7 · Other salaries and wages
total $898,070 · program services $776,926 · management and general $13,173 · fundraising $107,970
-
9 · Other employee benefits
total $33,848 · program services $26,401 · management and general $2,223 · fundraising $5,224
-
10 · Payroll taxes
total $74,073 · program services $57,418 · management and general $4,954 · fundraising $11,701
-
11a · Fees: management
total $85,007 · program services $82,507 · management and general $2,500
-
11b · Fees: legal
total $7,115 · management and general $7,115
-
11c · Fees: accounting
total $31,920 · management and general $31,920
-
11f · Fees: investment management
total $16,569 · management and general $16,569
-
13 · Office expenses
total $29,035 · program services $17,482 · management and general $9,504 · fundraising $2,049
-
14 · Information technology
total $46,957 · program services $46,866 · management and general $91
-
16 · Occupancy
total $56,147 · program services $43,753 · management and general $5,102 · fundraising $7,292
-
17 · Travel
total $33,491 · program services $31,005 · management and general $599 · fundraising $1,887
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $12,784 · program services $9,705 · management and general $1,017 · fundraising $2,062
-
24a · Other expenses: Program Events
total $110,816 · program services $110,816
-
24b · Other expenses: Misc & Other
total $21,830 · program services $8,436 · management and general $9,646 · fundraising $3,748
-
24e · All other expenses
total $0 · program services $0 · management and general $0 · fundraising $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,023,867 · end of year $2,262,472
-
3 · Pledges and grants receivable
beginning of year $717,229 · end of year $628,916
-
4 · Accounts receivable
end of year $12,750
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
11 · Investments: publicly traded securities
beginning of year $2,035,592 · end of year $2,227,345
-
12 · Investments: other securities
beginning of year $16,800 · end of year $16,800
-
15 · Other assets
beginning of year $162,322 · end of year $108,339
-
17 · Accounts payable and accrued expenses
beginning of year $3,960 · end of year $72,809
-
19 · Deferred revenue
end of year $11,250
-
25 · Other liabilities
beginning of year $146,480 · end of year $87,602
-
27 · Net assets without donor restrictions
beginning of year $3,892,874 · end of year $4,358,550
Mission and programs · 2023
Mission
Be a Leaders mission is to increase the number of students who are prepared for and succeed in higher education by empowering them with tools, leadership skills and consistent support, transforming lives and creating life long opportunities for success.
-
Our vision is where all students have the opportunity to succeed in higher education and have the skills and resources to ensure personal success. We have created a successful template of college going programs and now serve well over 14,000 a year. Be A Leaders theory of change rests on the belief that providing students with guidance, mentorship, access to resources, and empowerment enhances their chances of pursuing a higher education. Our students have all the potential to succeed academically and pursue a postsecondary education but are many times lacking the external support and resources needed to finish the college going equation. Support from caring adults is a significant component to our services and helping our students succeed. Our volunteers serve as mentors to help guide the college going conversation with students. For our seniors, senior boot camp coaches play a crucial role in helping our students meet critical senior year deadlines.
Expenses $1,331,957 · Grants $34,350 · Revenue $37,262
As filed on the 2023 return.
Listed in Part VII
-
Soilo J Felix
President & CEO
- Total calculated
- $154,915
- From this org
- $154,915
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Melissa B Trujillo
Chair
- Total calculated
- $0
- Hours/week
- 1
-
Kathryn Baker
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Michael Trejo
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Tim DeSoto
Director
- Total calculated
- $0
- Hours/week
- 1
-
Steven Ortega
Director
- Total calculated
- $0
- Hours/week
- 1
-
Lori Taitano
Director
- Total calculated
- $0
- Hours/week
- 1
-
Lon Babby
Director
- Total calculated
- $0
- Hours/week
- 1
-
Christine Burton
Director
- Total calculated
- $0
- Hours/week
- 1
-
Chris Bustamante
Director
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Schedule J
Itemized on Schedule J with no Part VII listing of the same name on this return:
-
Soilo J Felix - CEO
Schedule J breakdown
- Base
- $154,915
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported
- Filer's total
- $154,915
Answered yes
None.
Answered no
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
- 9 · Followed the rebuttable-presumption procedure
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 3 May 2024
- IRS schema version
- 2023v5.1
- Source object
- 202422569349300422
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